Microsoft Corporation $MSFT Stock Position Lifted by MinichMacGregor Wealth Management LLC

MinichMacGregor Wealth Management LLC increased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 62.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 41,460 shares of the software giant’s stock after purchasing an additional 15,947 shares during the quarter. Microsoft accounts for about 2.3% of MinichMacGregor Wealth Management LLC’s investment portfolio, making the stock its 12th largest holding. MinichMacGregor Wealth Management LLC’s holdings in Microsoft were worth $15,466,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC lifted its stake in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC increased its stake in shares of Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after purchasing an additional 20 shares during the period. Fischer Investment Strategies LLC increased its stake in shares of Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock valued at $337,000 after purchasing an additional 21 shares during the period. Pollock Investment Advisors LLC raised its holdings in shares of Microsoft by 0.8% during the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock valued at $1,453,000 after buying an additional 21 shares during the last quarter. Finally, Better Money Decisions LLC boosted its position in shares of Microsoft by 0.6% during the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock worth $1,740,000 after buying an additional 21 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft disclosed that Azure has surpassed a $100 billion annualized revenue run rate and reorganized its reporting structure around AI agents and infrastructure. The disclosure improves visibility into the company’s fastest-growing business and reinforces the long-term AI investment case. Microsoft Breaks Out Azure Sales at $100 Billion Annualized Pace, Reorganizes AI Segments
• Positive Sentiment: Microsoft is supporting UpDoc’s team in an ARPA-H program developing autonomous clinical AI for cardiovascular care, alongside OpenAI and NVIDIA. The initiative offers potential strategic and reputational benefits in healthcare AI, although the immediate financial impact is likely limited. ARPA-H Selects UpDoc to Lead Development of Autonomous Clinical AI System
• Positive Sentiment: Pershing Square, managed by Bill Ackman, reportedly increased its Microsoft position by 6.2 million shares. The purchase may provide a sentiment boost by signaling confidence from a prominent activist investor. Pershing Square’s Bill Ackman Boosts Microsoft Stake
• Neutral Sentiment: Strong demand for high-bandwidth memory from Microsoft and other AI companies is benefiting suppliers such as SK Hynix. The report highlights Microsoft’s continued AI infrastructure spending, but also underscores dependence on costly hardware and supply-chain capacity. Nvidia and Meta Are Hungry for HBM
• Negative Sentiment: Microsoft’s latest Patch Tuesday addressed a record 974 vulnerabilities, including two Windows zero-days reportedly exploited in the wild. While the fixes reduce longer-term security risk, the scale of the release may raise concerns about software quality, cybersecurity costs and potential customer disruption. Microsoft Patches Record 974 Flaws
• Negative Sentiment: An analyst downgrade argues that Microsoft’s AI capital-expenditure rotation does not yet support an optimistic view, intensifying concerns that infrastructure spending could pressure returns and free cash flow before monetization catches up. Microsoft: CapEx Rotation Does Not Support an Optimistic View
• Negative Sentiment: Fresh lawsuits from news organizations over AI training and content usage add legal and regulatory uncertainty to Microsoft’s OpenAI relationship. Rising Treasury yields are an additional valuation headwind for large technology companies. Microsoft’s OpenAI Partnership Draws Fresh Legal Fire

Microsoft Price Performance

MSFT opened at $491.65 on Thursday. The firm has a market capitalization of $3.65 trillion, a P/E ratio of 27.37, a PEG ratio of 1.59 and a beta of 1.11. The stock has a fifty day moving average of $451.71 and a 200-day moving average of $417.95. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same period last year, the company posted $3.65 earnings per share. Equities analysts forecast that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Analyst Ratings Changes

MSFT has been the subject of a number of analyst reports. Cantor Fitzgerald boosted their price target on Microsoft from $502.00 to $522.00 and gave the stock an “overweight” rating in a research report on Monday, July 27th. Citigroup restated a “market outperform” rating on shares of Microsoft in a research note on Monday, August 31st. Truist Financial reiterated a “buy” rating and issued a $575.00 target price on shares of Microsoft in a research report on Wednesday, July 22nd. Barclays lowered their target price on shares of Microsoft from $545.00 to $512.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Microsoft in a research report on Monday, July 20th. Forty-two equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $564.27.

Insider Activity at Microsoft

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the business’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares of the company’s stock, valued at $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the sale, the chief executive officer owned 486,763 shares of the company’s stock, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 101,335 shares of company stock valued at $50,655,795. Insiders own 0.03% of the company’s stock.

Microsoft Company Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.